FINANCIAL WISDOM LIMITED


Address: Sydney, NSW 2000, Australia

FINANCIAL WISDOM LIMITED (Licence# 000231138) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 1, 2003.

Service Overview

Register Name AFS Licence
Licence Name FINANCIAL WISDOM LIMITED
Licence Number 000231138
Licence ABN 70006646108
Issue Date 2003-09-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 012296
Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000241931 DAVID MICHAEL FREAKLEY Current 2018-08-31
001267124 LUKE HANSON Current 2018-08-29
001266743 HUGH JAMES CAMPBELL Current 2018-08-13
000459706 MICHAEL HUGH MCGOWAN Current 2018-06-29
000246089 DAVID BRUCE NIMMO Current 2018-06-26
000411574 CHENG SHEN Current 2018-06-26
001265297 NICKY JAMES LOGAN Current 2018-06-22
000415191 RAYNARDO BRIAN HEINRICH Current 2018-06-21
001264818 ALEX KAH MING HO Current 2018-06-07
000289388 JULIE LOGAN Current 2018-05-29

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
QUINTET PARTNERS PTY LTD 2018-07-17 Sydney, NSW 2000, Australia
HALO FINANCIAL SERVICES PTY LTD 2018-07-13 Sydney, NSW 2000, Australia
SAFE2PAY PTY LIMITED 2018-07-12 Sydney, NSW 2000, Australia
WEL-LINK FUNDS PTY LTD 2018-07-06 Sydney, NSW 2000, Australia
HUNT PROSPERITY PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
CROWD88 PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
FUTURE INSURANCE GROUP INTERNATIONAL PTY LTD 2018-07-02 Sydney, NSW 2000, Australia

Competitor

Search similar business entities

Postal Code 2000

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.